Tools & Technology • NAPA Firm Partners
Sway Research, LLC
Wilshire Associates
Newton, NH • www.swayresearch.com
Santa Monica, CA • www.wilshire.com
Key Contact(s)
Key Contact(s)
Christopher Brown • 603.382.5300 • chris@swayresearch.com
Brian Thomas • 312.762.5505 • bthomas@wilshire.com Jim Gentleman • 312.762.5521 • jgentleman@wilshire.com Leah Emkin • 310.260.6689 • lemkin@wilshire.com
Firm Profile In Business Since: 2007 Founded in 2007, Sway Research provides market data and analysis that empowers financial services executives to make decisions, influence change, and grow revenue. Leading manufacturers and distributors of investment products purchase Sway’s research in syndicated reports, custom research projects, and strategy engagements. Sway is the leading provider of research and intelligence on the Defined Contribution Investment‐Only and Target-Date markets.
Other
In Business Since: 1972 Wilshire Associates is an independent investment advisory and services firm. We provide consulting services, analytics tools and solutions, and customized investment products to plan sponsors, investment managers and financial intermediaries around the globe. Since its founding in 1972, Wilshire Associates has evolved from an investment technology firm into a global advisory company. We have worked throughout our history to maintain our strong commitment to our clients and to retain our position of leadership in providing innovative ideas to the investment industry.
Product/Service Description
Product/Service Category
Sway publishes annual studies of Defined Contribution Investment‐ Only Distribution (published each fall) and the Target-Date Market (published each spring), which provide vital benchmarks and insights to asset management and distribution executives.
Asset Allocation • Advice/Guidance • Consulting/Plan Design • Other
Product/Service Category
NAPA BLACK BOOK 2020
148
Firm Profile
BB_WIN20_138-151_Tools&Tech.indd 148
Product/Service Description Wilshire Associates offers a comprehensive suite of institutional caliber ERISA 3(21), ERISA 3(38), custom target date and managed account solutions. Previously only accessible to the ultra-large plan sponsor market, through relationships with many leading recordkeepers, plan sponsors of all sizes can access Wilshire’‹s independent third-party investment advice based on 40+ years of providing guidance to some of the largest plan sponsors in the country. Today more than 40,000 plans representing over $100 billion utilize Wilshire’s suite of retirement solutions offered through recordkeepers.
11/19/20 12:41 PM